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Hello community, write a plugin action On click of the button, generate a PDF file.

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Posted on by Tushar Jadhav

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Hello Community can anyone Please help me for this:-
On click of the button, generate a PDF file that contains basic details of the Account record, as well as a list of related Contact records. Once the PDF file is generated, create a draft email in CRM with the PDF file attached.

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Alex KaSi 41 on at

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If you just need to know what has to be done:

Add Button in the Ribbon by RibbonWorkbench with a javascript that calls an action
Create an document template for the invoice entity
Create an Action and write a plugin that does the following things:
Send an ExportPdfDocument OrganizationRequest with the document template id
Create an email record
Create an activitymimeattachment record and add the reference to the email record

Hope this helps

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Inogic 703 on at

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Hi Tushar,

There is a Microsoft AppSource preferred solution, known as Click2Export that can help you fulfill your requirements!

Click2Export is a powerful solution to export Reports/CRM Views/Document Templates from Dynamics 365 CRM in a single click.

With this tool, you can perform actions such as Attach the exported file to a Note, upload it on SharePoint, Attach & Auto-Send in an email and/or download it for offline consumption.

Here are some key features of Click2Export:

Export Reports in multiple formats such as PDF, Word, CSV, TIFF and Excel format.

Export CRM views data in a tabular format and add it to an email body.

Automate the process of exporting the reports periodically.

Get a free 15-days trial:

Download a 15 days free trial from Inogic Website or Microsoft AppSource. Follow these steps to download and configure the solution seamlessly or book a demo with the experts on crm@inogic.com

Thanks!

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Hello community, write a plugin action On click of the button, generate a PDF file.

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